Summary
I believe that the Financial Services profession must strive to regain the trust of all investors. I know that trust can be earned by listening carefully to what clients want, the sharing of information and ensuring through education that clients fully understand the ‘How? and Why?’ of successful investment. I believe in personal, face-to-face and truly independent financial advice and I am passionate about the quality of the advice I provide, together with the on-going service that I deliver. Successful financial planning is not merely the sale of an investment product but the provision of a personal, bespoke, excellent, proactive and long-term advice service to all my clients. And I never forget that it’s your money that’s being invested and your ambitions that you want to achieve – it is my purpose to enable you to do so successfully. The areas of my advice are Protection, Retirement planning, Preserving and Transferring.
Investments
•Investment trusts
•ISAs
•OEICs
•Offshore investments
•Unit trusts
Protection
•Income protection insurance
•Life insurance
•Long term care
Pensions
•Annuity purchase
•Auto enrolment
•Pension consolidation
•Pension drawdown
•Pensions & divorce
•Pensions & retirement planning
•Pensions review
•Pensions transfer
•Sipps
•Stakeholder
Savings
•Lump sum
•Regular savings
Tax & trust planning
•Capital gains tax
•Estate planning
•Taxation planning
Financial planning
•Wealth management
Expertise
Investments
•Investment trusts
•ISAs
•OEICs
•Offshore investments
•Unit trusts
Protection
•Income protection insurance
•Life insurance
•Long term care
Pensions
•Annuity purchase
•Auto enrolment
•Pension consolidation
•Pension drawdown
•Pensions & divorce
•Pensions & retirement planning
•Pensions review
•Pensions transfer
•Sipps
•Stakeholder
Savings
•Lump sum
•Regular savings
Tax & trust planning
•Capital gains tax
•Estate planning
•Taxation planning
Financial planning
•Wealth management
Experience
-
Cheetham Jackson Ltd
Financial Planner
- Current
Clubs and Associations
Personal Finance Society
SHOUT Network
The Business Network
Pink Link Ladies
SHOUT Network
The Business Network
Pink Link Ladies
